STAMOS CAPITAL PARTNERS, L.P.
CRD #134660 SEC #801-64360 MENLO PARK, CA 650-233-5000
SEC Registered Private Funds
Total AUM
$6.5B
Discretionary
$3.5B
Employees
31
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $6.5B | $3.5B | $3B | 31 | 28 |
| Mar 2025 | $6.5B | $3.5B | $3B | 31 | 28 |
| Mar 2024 | $6.1B | $3.4B | $2.7B | 27 | 23 |
| Mar 2023 | $5.6B | $3.1B | $2.5B | 24 | 23 |
| Mar 2022 | $6B | $3.3B | $2.7B | 25 | 23 |
| Feb 2022 | $4.9B | $2.4B | $2.5B | 26 | 14 |
| Mar 2021 | $4.9B | $2.4B | $2.5B | 26 | 14 |
| Jun 2020 | $4.2B | $1.7B | $2.4B | 24 | 15 |
| Mar 2020 | $4.2B | $1.7B | $2.4B | 24 | 15 |
| Mar 2019 | $3.4B | $1.2B | $2.2B | 26 | 13 |
| May 2018 | $3.4B | $1.1B | $2.3B | 29 | 12 |
| Mar 2018 | $3.4B | $1.1B | $2.3B | 29 | 12 |
| Apr 2017 | $3.9B | $1.3B | $2.6B | 26 | 26 |
| Jan 2017 | $4.1B | $1.6B | $2.5B | 29 | 26 |
| Sep 2016 | $4.1B | $1.6B | $2.5B | 29 | 26 |
| Sep 2016 | $4.1B | $1.6B | $2.5B | 29 | 26 |
| Apr 2016 | $4.1B | $1.6B | $2.5B | 29 | 26 |
| Mar 2016 | $4.1B | $1.6B | $2.5B | 29 | 26 |
| Jan 2016 | $4.6B | $2.1B | $2.5B | 34 | 26 |
| Mar 2015 | $4.5B | $2B | $2.5B | 34 | 26 |
| Aug 2014 | $4.2B | $2.1B | $2.1B | 41 | 26 |
| Aug 2014 | $4.2B | $2.1B | $2.1B | 41 | 26 |
| Mar 2014 | $4.2B | $2.1B | $2.1B | 41 | 26 |
| Dec 2013 | $3.8B | $1.7B | $2.1B | 39 | 26 |
| Sep 2013 | $6.6B | $2B | $4.6B | 64 | 26 |
| Apr 2013 | $7.1B | $2.6B | $4.5B | 64 | 26 |
| Apr 2013 | $7.1B | $2.6B | $4.5B | 64 | 26 |
| Jan 2013 | $7.1B | $5.5B | $1.6B | 64 | 26 |
| Jun 2012 | $7.6B | $6.1B | $1.4B | 51 | 26 |
| Mar 2012 | $7.6B | $6.1B | $1.4B | 51 | 26 |
| Jun 2011 | $9.5B | $8B | $1.5B | 51 | -- |
| Mar 2011 | $9.4B | $7.9B | $1.5B | 51 | -- |
| Mar 2011 | $9.4B | $7.9B | $1.5B | 51 | -- |
| Jun 2010 | $6.1B | $4.2B | $1.9B | 51 | -- |
| Jun 2010 | $6.1B | $4.2B | $1.9B | 51 | -- |
| Mar 2010 | $6.1B | $4.2B | $1.9B | 51 | -- |
| Mar 2007 | $4B | $4B | $0 | 51 | -- |
| Sep 2005 | $1.6B | $1.6B | $0 | -- | -- |
| May 2005 | $1.6B | $1.6B | $0 | -- | -- |
DateNov 2025
Total AUM$6.5B
Discretionary$3.5B
Non-Disc.$3B
Employees31
Clients28
DateMar 2025
Total AUM$6.5B
Discretionary$3.5B
Non-Disc.$3B
Employees31
Clients28
DateMar 2024
Total AUM$6.1B
Discretionary$3.4B
Non-Disc.$2.7B
Employees27
Clients23
DateMar 2023
Total AUM$5.6B
Discretionary$3.1B
Non-Disc.$2.5B
Employees24
Clients23
DateMar 2022
Total AUM$6B
Discretionary$3.3B
Non-Disc.$2.7B
Employees25
Clients23
DateFeb 2022
Total AUM$4.9B
Discretionary$2.4B
Non-Disc.$2.5B
Employees26
Clients14
DateMar 2021
Total AUM$4.9B
Discretionary$2.4B
Non-Disc.$2.5B
Employees26
Clients14
DateJun 2020
Total AUM$4.2B
Discretionary$1.7B
Non-Disc.$2.4B
Employees24
Clients15
DateMar 2020
Total AUM$4.2B
Discretionary$1.7B
Non-Disc.$2.4B
Employees24
Clients15
DateMar 2019
Total AUM$3.4B
Discretionary$1.2B
Non-Disc.$2.2B
Employees26
Clients13
DateMay 2018
Total AUM$3.4B
Discretionary$1.1B
Non-Disc.$2.3B
Employees29
Clients12
DateMar 2018
Total AUM$3.4B
Discretionary$1.1B
Non-Disc.$2.3B
Employees29
Clients12
DateApr 2017
Total AUM$3.9B
Discretionary$1.3B
Non-Disc.$2.6B
Employees26
Clients26
DateJan 2017
Total AUM$4.1B
Discretionary$1.6B
Non-Disc.$2.5B
Employees29
Clients26
DateSep 2016
Total AUM$4.1B
Discretionary$1.6B
Non-Disc.$2.5B
Employees29
Clients26
DateSep 2016
Total AUM$4.1B
Discretionary$1.6B
Non-Disc.$2.5B
Employees29
Clients26
DateApr 2016
Total AUM$4.1B
Discretionary$1.6B
Non-Disc.$2.5B
Employees29
Clients26
DateMar 2016
Total AUM$4.1B
Discretionary$1.6B
Non-Disc.$2.5B
Employees29
Clients26
DateJan 2016
Total AUM$4.6B
Discretionary$2.1B
Non-Disc.$2.5B
Employees34
Clients26
DateMar 2015
Total AUM$4.5B
Discretionary$2B
Non-Disc.$2.5B
Employees34
Clients26
DateAug 2014
Total AUM$4.2B
Discretionary$2.1B
Non-Disc.$2.1B
Employees41
Clients26
DateAug 2014
Total AUM$4.2B
Discretionary$2.1B
Non-Disc.$2.1B
Employees41
Clients26
DateMar 2014
Total AUM$4.2B
Discretionary$2.1B
Non-Disc.$2.1B
Employees41
Clients26
DateDec 2013
Total AUM$3.8B
Discretionary$1.7B
Non-Disc.$2.1B
Employees39
Clients26
DateSep 2013
Total AUM$6.6B
Discretionary$2B
Non-Disc.$4.6B
Employees64
Clients26
DateApr 2013
Total AUM$7.1B
Discretionary$2.6B
Non-Disc.$4.5B
Employees64
Clients26
DateApr 2013
Total AUM$7.1B
Discretionary$2.6B
Non-Disc.$4.5B
Employees64
Clients26
DateJan 2013
Total AUM$7.1B
Discretionary$5.5B
Non-Disc.$1.6B
Employees64
Clients26
DateJun 2012
Total AUM$7.6B
Discretionary$6.1B
Non-Disc.$1.4B
Employees51
Clients26
DateMar 2012
Total AUM$7.6B
Discretionary$6.1B
Non-Disc.$1.4B
Employees51
Clients26
DateJun 2011
Total AUM$9.5B
Discretionary$8B
Non-Disc.$1.5B
Employees51
Clients--
DateMar 2011
Total AUM$9.4B
Discretionary$7.9B
Non-Disc.$1.5B
Employees51
Clients--
DateMar 2011
Total AUM$9.4B
Discretionary$7.9B
Non-Disc.$1.5B
Employees51
Clients--
DateJun 2010
Total AUM$6.1B
Discretionary$4.2B
Non-Disc.$1.9B
Employees51
Clients--
DateJun 2010
Total AUM$6.1B
Discretionary$4.2B
Non-Disc.$1.9B
Employees51
Clients--
DateMar 2010
Total AUM$6.1B
Discretionary$4.2B
Non-Disc.$1.9B
Employees51
Clients--
DateMar 2007
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees51
Clients--
DateSep 2005
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--